INSTITUTIONAL OFFERING

Dallas Multifamily Growth Fund

A strategic investment vehicle targeting high-yield value-add multifamily assets across the expanding Dallas-Fort Worth metropolitan corridor. Focused on class-B communities with substantial repositioning potential.

LOCATION

Turtle Creek, Dallas, TX

TARGET IRR

14.2%

EQUITY MULTIPLE

2.2x

HOLDING PERIOD

4-6 YEARS

ASSET CLASS

Core+

Investment Thesis

The Dallas-Fort Worth metroplex continues to lead the nation in corporate relocations and population growth. Our strategy focuses on identifying under-managed Class B assets in high-barrier-to-entry submarkets that are poised for significant appreciation through capital improvement and operational optimization.

By leveraging our deep local relationships and institutional-grade data analytics, the fund identifies arbitrage opportunities where physical renovation can drive premium rental growth exceeding market averages.

MARKET DYNAMICS

RISK MITIGATION

Capital Structure

Tranche Allocation Target Yield
Class A Preferred $25,000,000 8.0% Cumulative
Common Equity (LP) $45,000,000 18–22% Total Return
GP Co-Investment $5,000,000 Performance Aligned

OFFERING MATERIALS

Private Placement Memo

Investment Deck

Due Diligence Vault

Marcus Thorne

INVESTMENT DIRECTOR

"Growth is never by mere chance; it is the result of forces working together."

— HERITAGE CORE PRINCIPLES